This article covers the steps to import Contacts in bulk.
Prerequisites
- Permissions: Any user with permission to Create contact
- Product Plans: Embark/Elevate
- Activities to be Completed: None
Steps
Step 1: Navigate to CRM Settings > Dashboard > Data Management
Step 1 (a): Click on Import Data button
Step 1 (b): Click on Import
Step 2: Choose "Contact" option from dropdown & Click on “Get Started”
Step 3: Download sample file (Sample file consists of dummy import data for your reference)
Step 4: Prepare import file, Replace the dummy data in the sample file with the details of your Contacts
Step 5: Select your edited file to be uploaded into the system
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Check mark - My file has a header option
Step 6: Click on Upload & Next
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You can import a maximum of 10000 Contacts in a batch
Step 7: Now map your file columns with system fields provided
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Map minimum required fields mapped for Contact / no to proceed further
Step 8: You can choose to skip unmapped fields if all data in excel is not required to be uploaded in bulk
Step 9: Now you can choose to set uniqueness strategy
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Strategy can be either Phone, Email, Both or None as required
Step 10: Last step, review the defined data to be imported & click on “Import Data”
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Please note: Importing of data cannot be paused and once imported, cannot be reversed.